Vipul Gondalia is a registered investment advisor at Finacura Advisory LLC, based in Cumming, GA, with 2 years of industry experience. Vipul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
410 Peachtree Pkwy, Suite 4245, Cumming, GA, 30041
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Vipul works as a Software Engineer for Cox Communications Inc., dedicating approximately full-time hours to this role.
Employment History
Current Registrations
Finacura Advisory LLC
State Registrations1 state
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